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Dept Workflow Procedures

The document outlines the department workflow procedures for intermediate approvers and business dimensions approvers in a PeopleSoft system. It details the steps intermediate approvers must take to approve or deny a request, including reviewing the request and changing the approval action. It also describes the steps business dimensions approvers must complete to finally approve a request, make it active, and complete the workflow.

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Sree Kapara
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44 views2 pages

Dept Workflow Procedures

The document outlines the department workflow procedures for intermediate approvers and business dimensions approvers in a PeopleSoft system. It details the steps intermediate approvers must take to approve or deny a request, including reviewing the request and changing the approval action. It also describes the steps business dimensions approvers must complete to finally approve a request, make it active, and complete the workflow.

Uploaded by

Sree Kapara
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Department Workflow Procedures

Intermediate Approvers

1. Once a Preparer saves a Department request, it is routed to the selected


Intermediate Approver(s), who receives an email notification that a record is in
his/her Worklist awaiting approval.
2. Navigation: From the PeopleSoft Menu select Worklist > Worklist or click on
Worklist across the top of the screen in the blue tool bar.

3. Click on the request to be approved.


4. Review the request for appropriateness and completeness.
5. If the request is not complete and requires changes, change the Approval Action
to Deny, which routes the requests back to the preparer’s worklist to be re-
worked.
6. If the request is appropriate, change the Approval Action to Approve. The
Approval Status changes is still Pending once the Intermediate Approver has
approved and saved. The Effective Dated Status remains Inactive.
7. Select Save.
8. Receive message that request requires Business Dimensions approval.
9. Select OK.
Department Workflow Procedures

Business Dimensions Approvers

10. Navigation: From the PeopleSoft Menu select Worklist > Worklist or click on
Worklist across the top of the screen in the blue tool bar.
11. Click on the request to be approved.
12. Review the request for appropriateness and completeness.
13. If the request is not complete and requires changes, change the Approval Action
to Deny. This routes the request back to the Preparer’s worklist to be re-worked.
14. If the request is appropriate, change the Approval Action to Approve. The
Approval Status changes to Final Approved once the Business Dimensions
Approver has approved the request. The Effective Dated Status changes to Active.
15. Select Save.
16. The request is Final Approved.

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